See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,595 | $202,432-75.5% | $169,368-70.7% | $139,434-64.4% |
| Participation rate | 35.0% | 81.1%-46.1pp | 77.1%-42.1pp | 80.3%-45.3pp |
| Annual return | 13.53% | 531.74%-518.2pp | 405.60%-392.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $142 | $4,692-97.0% | $4,013-96.5% | $4,751-97.0% |
| Participant deferral / active EE | $1,417 | $6,938-79.6% | $6,221-77.2% | $6,710-78.9% |
| Admin fee / account holder | $767 | $10,708-92.8% | $9,003-91.5% | $11,403-93.3% |